Description
Welcome to the "Finance & Accounting Masterclass: Invest + Forecast + Value + More!" by the end of this 98 hour course, you will be armed with many tools and frameworks, so that you understand how accounting and finance works from scratch. Here are some of the many topics covered in this course: You will learn how to analyze public and private companies based on my work experience working at Goldman Sachs, hedge fund Citadel and based on my work experience in venture capital, companies I have started and based on my MBA in finance from Columbia University. You will learn how to forecast financial statements for public and private companies. You will learn how to create and manage a diversified investment portfolio like professional investors do. You will learn how to invest in stocks (long and short), bonds, commodities, real estate and even basic and advanced options. You will learn how to use my VFT framework, meaning valuation, fundamental, and technical analysis to make better long-term investment decisions. Regardless of whether it's your own money, your clients' money, or corporate or government portfolios, this masterclass is so comprehensive and enjoyable, you can go from being financially illiterate to a savvy professional investor in practically no time at all with the methods that you'll learn to use in these easy to apply lessons. In this comprehensive course I provide you with many downloadable frameworks that I built for you, so you can enjoy finance and accounting topics and analyze any company or build financial statements from scratch or do personal budgeting, et cetera, and so much more. Course Structure and Downloadable Workbooks & Many Finance and Accounting Templates: This 69 hour masterclass consists of four semesters of classes. In each semester, we have classes broken up into two or three topics and in all classes, attached you'll find a workbook in 3 different file formats that contain many frameworks and tools that you can use in order to take your finance or accounting skills to the next level! The workbooks are in Google Docs format, another is in PDF format and another in Microsoft Word format, and all three have the exact same contents; please choose what workbook format works best for you, meaning Google Docs, Microsoft Word, or PDF. The workbooks contain links to many frameworks I created for you that you can download as well as optional resources and so much more. The course is designed so that you can take it on a desktop, a laptop, a tablet, or even your cell phone - meaning an Android device, or an iOS device as well. Here is an outline of what we cover in all 4 semesters in this comprehensive course: Semester 1 of 4: Class OneTopic 1: How Can We Build a Sales Focused Corporate Culture?Topic 2: How Do CFOs & Heads of Sales Executives Quantify & forecast Sales?Topic 3: How Can We Architect a More Advanced Excel Sales Dashboard (Without Coding)?Class TwoTopic 1: Introduction to Accounting and FinanceTopic 2: New Introduction to The Balance SheetTopic 3: Creating Apple's Balance SheetClass ThreeTopic 1: Introduction to The Income StatementTopic 2: The Relationship Between The Income Statement & The Balance SheetTopic 3: Creating Apple's Income StatementClass FourTopic 1: How to Think Like a Bank DoesTopic 2: Introduction to The Cash Flow StatementTopic 3: Creating Cowbell's Cashflow StatementClass FiveTopic 1: Introduction to Investment Banking, The Initial Public Offering (IPO) and Mergers and Acquisitions (M & A)Topic 2: The Anatomy of An IPO, The S-1 and The IPO Roadshow + The Anatomy of M & A Part 2Topic 3: Investor Relations, 8-K, 10-Q, 10-K & The Earnings CallClass SixTopic 1: Introduction to The Sell Side, Trading Floors & TradingTopic 2: Introduction to The V/F/T Investment Research FrameworkTopic 3: How Does Technical Analysis Work?Class SevenTopic 1: Introduction to The Buy Side, Mutual Funds, Hedge Funds, Venture Capital and Private Equity FirmsTopic 2: Introduction to ValuationTopic 3: P/E, P/B, P/R, Discounted Cash Flow (DCF) & EBITDA MultiplesClass EightTopic 1: Introduction to Financial Modeling (Predicting The Future & Being Comfortable With Uncertainty)Topic 2: Synergies, Accretion & DilutionTopic 3: Creating Our First Basic Financial Model & Target PriceClass NineTopic 1: Intro to Advanced Modeling & Valuation + 25 Best Practices for Modeling & Valuing CompaniesTopic 2: Advanced Modeling of Financial StatementsTopic 3: Advanced ValuationClass TenTopic 1: How to Come Up with Investment Ideas (Top Down Versus Bottoms Up Research)Topic 2: My 8-Step Research ProcessTopic 3: Using The VF and/or VFT Frameworks to Pick InvestmentsClass ElevenTopic 1: Creating Value Investor Icon Warren Buffett's PortfolioTopic 2: Creating Growth Investor Icon William O'Neil's PortfolioTopic 3: ETFs, Bonds, REITs, CommoditiesSemester 2 of 4Class OneTopics 1-3: Saving [More] Money and Making Your Money Work for YouClass TwoTopic 1: Review of a Company's Income Statement and Why It Is Similar to Our Own Income StatementTopic 2: Save by Calculating Where Your Cash Is Going and Creating Your Current Income StatementTopic 3: Creating Your New and Improved Income StatementClass ThreeTopic 1: Analyzing Your Personal Income StatementTopic 2: Changing Your Perception of MoneyClass FourTopic 1: Analyzing Your B. S. (Balance Sheet) and Income Statement with Fun MathTopic 2: Hiring a Financial Advisor and Or an Accountant to Help You with Your MoneyTopic 3: Advanced Array Data Analysis and formula ConstructionClass FiveTopic 1: Tax Strategies to Save You MoneyTopic 2: Introduction to Tax forms and Filing Personal and Corporate TaxesTopic 3: An Organized Paper Based Filing System for Managing Your MoneyClass SixTopic 1: Websites & Apps to Help You Track and Manage Your Personal ExpensesTopic 2: Investment Research Analysis on Intuit & Case Study of The Doj Blocking of Microsoft's Hostile Acquisition of IntuitTopic 3: Using Quicken Offline (Works In All Countries) With Our Filing SystemClass SevenTopic 1: Creating a BudgetTopic 2: Is Your $ Safe? Are Your Getting Ripped Off on Fees? Should You Switch Banks?Topic 3: Wills, Trusts and Credit ScoresClass EightTopic 1: Introduction to InsuranceTopic 2: Identity Theft and Your FinancesTopic 3: Credit Cards, Loans and LeasesClass NineTopic 1: Profiles of Successful Wealthy People & How They Protect and Manage Their MoneyTopic 2: Characteristics of Billionaires I Have Worked forTopic 3: Why Is Warren Buffett So Successful?Semester 3 of 4Class OneTopic 1: Make More Money by Learning How to Avoid Paying High Investment FeesTopic 2: Make More Money by Investing InTopic 3: Data Analysis of ETFs Using Pivot TablesClass TwoTopic 1: Introduction to Portfolio Management, Risk Management, Fixed Income and Yield CurvesTopic 2: Introduction to Your Excel Based Investment Portfolio Management SystemTopic 3: Portfolio & Risk Management, Stock, Bond, Commodities, REITs & Diversification ExercisesSemester 4 of 4Class OneTopic 1: Understanding The Power of The Time Value of Money & Your Money Work for YouTopics 2 and 3: Saving More StrategiesClass TwoTopic 1: Financial Research on Competition's Valuation & Margins, Historical Growth)Topic 2: Financial Research on Revenue forecast, Income Statement, Balance Sheet & SeasonalityTopic 3: Financial Research on Deferred Rev., P/E + P/R + DCF, Accounting Red Flags & Technicals)Class ThreeTopic 1: Building Your 100-150 Page Comprehensive Microsoft Word Research Report, Which Includes All 100 StepsTopic 2: Building Your 1 Page Pdf Or Excel Research Report, Which Includes Highlights From All 100 StepsTopic 3: Optional Topic Advanced Microsoft Excel Tips on How I Made The SpreadsheetClass FourTopic 1: Options and Stock Volatility, The Vix and More StepsTopic 2: Valuation and Analysis of OptionsTopic 3: 35+ Option StrategiesGet the confidence and tools you need to take your accounting and finance and investing career to the next level and join me in this comprehensive and fun course!: ). Thanks, Chris Haroun
